Transform unprepared seller financials into professional, institutional-grade packages that serious buyers respect.
*Upon receipt of all required documentation
80% of small business sellers arrive with financials that serious buyers cannot work with.
P&L statements don't match tax returns. Inconsistent categorization. Years of accounting shortcuts.
Owner claims $2M EBITDA. No add-backs documented. No justification. Buyers walk away.
No clear working capital schedule. Buyers can't complete purchase price adjustments. Deals stall.
Revenue concentration, related-party transactions, timing games. Buyers find them. Deals die.
Result: Serious buyers walk away. Deals die. Months of work wasted. Commissions lost.
Every package is designed to make your seller's financials bulletproof before buyers see them.
Core financial modeling for straightforward sell-side deals.
Financial modeling with quality of earnings analysis for complex deals.
End-to-end sell-side preparation for brokers managing the full process.
From messy books to buyer-ready package in five straightforward steps.
Brief call to understand your deal, select the right package, and confirm scope.
We send a tailored document checklist based on your selected package and deal complexity.†
Quote confirmed. NDA signed. 50% payment to begin work immediately.
Professional package delivered within agreed timeline. Includes video walkthrough.*
Remaining 50% on delivery. Ongoing email support during buyer due diligence.
*72-hour turnaround begins upon receipt of all required documentation. Delivery timeline confirmed at engagement stage.
†Standard documents include: 3 years of P&L statements, balance sheets, tax returns, and general ledger detail. Additional documents may be required based on business complexity, industry, and selected service package. Complete checklist provided upon engagement.
From M&A transactions to operational CFO roles — we understand both sides of every deal.
Three ways to reach us. No gatekeepers. Just fast, professional service.
First project: 25% off — mention code FIRST25 in your message